Privacy Policy

Privacy Policy

General Information

We only use personal client information to administer our business. We do not sell or rent client lists or data about our clients to others. Your file is secure. We have security programs that protect data about you from unauthorized use or disclosure. Access to your files is limited to those who need it to administer our business. Our policy applies to both current and former clients.

Information We Collect About You

We collect personal information about you to administer our business, confirm your identity and meet legal requirements. The information we collect varies for different products and services and may include: Name, age, address, phone number social security number, occupation, income and employer federal tax I.D. #. Assets, liabilities, and insurance, information. Health and other personal activities. Information about the products and services you purchase. You provide most of this information yourself. We may ask others about you including: Companies whose products and services you purchase through us. Credit reporting agencies and state and federal agencies.